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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2301
Selective Wealth Management
Virginia
$19K +$5.38K +400 +40%
M
2302
MOTCO
Texas
$18K -$31.7K -2,360 -63%
AP
2303
Arlington Partners
Alabama
$18K – – –
CFFP
2304
Center for Financial Planning
Michigan
$18K – – –
SFP
2305
Sterling Financial Planning
New Jersey
$18K – – –
OAJ
2306
Ogorek Anthony Joseph
New York
$17K – – –
HC
2307
Hoese & Co
Minnesota
$17K +$17.2K +1,280 New
FPFS
2308
First Personal Financial Services
North Carolina
$16K – – –
MAM
2309
Marquette Asset Management
Minnesota
$16K – – –
LS
2310
Leelyn Smith
Illinois
$15K – – –
ECU
2311
Eisler Capital (UK)
United Kingdom
$15K +$5.9M +439,200 New
FCM
2312
Firestone Capital Management
Florida
$14K – – –
GTAM
2313
Global Trust Asset Management
Florida
$14K – – –
APWM
2314
Atlas Private Wealth Management
New York
$13K – – –
FEG
2315
Financial Enhancement Group
Indiana
$12K – – –
AW
2316
Avion Wealth
Texas
$11K – – –
WCMN
2317
Westchester Capital Management (Nebraska)
Nebraska
$11K – – –
CH
2318
Canton Hathaway
Rhode Island
$11K +$5.38K +400 +100%
JMF
2319
Johnson Midwest Financial
Iowa
$10K – – –
BSG
2320
Black Swift Group
Colorado
$10K +$9.68K +720 New
UFF
2321
USA Financial Formulas
Michigan
$9K -$2.34M -173,840 -100%
TIM
2322
Tortoise Investment Management
New York
$9K – – –
ANBT
2323
American National Bank & Trust
Texas
$9K +$8.6K +640 New
AFS
2324
Annapolis Financial Services
Maryland
$8K – – –
MCM
2325
MV Capital Management
Maryland
$8K +$8.06K +600 New
91 92
93
94 95